NorthRock Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4K | Buy |
447
+15
| +3% | +$349 | ﹤0.01% | 838 |
|
|
2025
Q1 | $10K | Sell |
432
-579
| -57% | -$13.4K | ﹤0.01% | 771 |
|
|
2024
Q4 | $22.9K | Buy |
1,011
+167
| +20% | +$3.79K | ﹤0.01% | 681 |
|
|
2024
Q3 | $20.1K | Sell |
844
-208
| -20% | -$4.94K | ﹤0.01% | 738 |
|
|
2024
Q2 | $24K | Buy |
1,052
+328
| +45% | +$7.48K | ﹤0.01% | 703 |
|
|
2024
Q1 | $16.7K | Sell |
724
-1,374
| -65% | -$31.6K | ﹤0.01% | 711 |
|
|
2023
Q4 | $48.9K | Buy |
+2,098
| New | +$48.9K | ﹤0.01% | 620 |
|